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Garden State Investment Advisory Services’s SoFi Technologies SOFI Stock Holding History

Garden State Investment Advisory Services’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
16,556
+50
+0.3% +$847 0.05% 249
2026
Q1 		$262K Buy
16,506
+4,300
+35% +$90.6K 0.06% 247
2025
Q4 		$320K Sell
12,206
-400
-3% -$11.1K 0.07% 217
2025
Q3 		$333K Sell
12,606
-1,869
-13% -$44.4K 0.07% 211
2025
Q2 		$264K Sell
14,475
-680
-4% -$8.97K 0.07% 240
2025
Q1 		$176K Buy
15,155
+1,330
+10% +$19.2K 0.06% 243
2024
Q4 		$213K Sell
13,825
-1,675
-11% -$21.8K 0.06% 228
2024
Q3 		$122K Sell
15,500
-500
-3% -$3.63K 0.04% 224
2024
Q2 		$106K Buy
16,000
+50
+0.3% +$353 0.04% 223
2024
Q1 		$115K Buy
15,950
+827
+5% +$6.57K 0.04% 210
2023
Q4 		$150K Sell
15,123
-1,475
-9% -$11.7K 0.06% 207
2023
Q3 		$133K Buy
16,598
+75
+0.5% +$660 0.06% 187
2023
Q2 		$138K Sell
16,523
-22,350
-57% -$146K 0.05% 206
2023
Q1 		$236K Sell
38,873
-6,143
-14% -$37.3K 0.1% 163
2022
Q4 		$208K Buy
+45,016
New +$223K 0.12% 165

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Garden State Investment Advisory Services's SOFI Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its SoFi Technologies (SOFI) stake by 0.3% in Q2 2026, buying an estimated $847 and bringing the position to 16,556 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #249.

Garden State Investment Advisory Services first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $333K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Garden State Investment Advisory Services held 16,556 shares of SoFi Technologies worth $297K as of Q2 2026.
  • Garden State Investment Advisory Services bought 50 SoFi Technologies shares in Q2 2026, an estimated $847.
  • SoFi Technologies made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #249 holding.
  • Garden State Investment Advisory Services first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's SoFi Technologies position peaked at $333K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.